Scott Middleton

Director | Principal Financial Planner

Director and Principal Financial Planner, Scott
Middleton, is an experienced Adviser with over 20 years’ experience in both assisting clients reach their goals and senior management.

His focus is on helping clients become financially independent and accumulate wealth via well researched and strategically sound advice that takes into account client life stages and goals.

He has a comprehensive understanding of
financial concepts and products with an ability to communicate in terms that clients relate to and understand.

He holds a Diploma of Financial Services and is an Accredited Business Insurance Adviser and an Accredited Estate Planning Specialist.

Scott is a Corporate Authorised Representative of
ClearView Financial Advice.

Kim Williams

Practice Manager

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Kim is the Executive Assistant at
Middleton Financial Planning.

 

Highly organised with a sharp eye for detail,
Kim works with Scott and Amy to manage a
robust and efficient administrative platform. Her
responsibilities additionally extend to client
liaison and communication.

Amy Langlands

 Financial Planner

Amy is a financial planner with a background in paraplanning and compliance. An industry specialist with over ten year experience in the finance sector at senior levels. She has a Bachelor of Commerce from Wollongong University (Distinction) and an Advanced Diploma of Financial Planning from the industry body, Kaplan.

Amy works closely with Scott to develop personalised, tailored solutions for clients of Middleton Financial Planning and her sound knowledge of financial planning concepts ensures clients receive technically thorough and comprehensive advice.

Clare Dunbar

 Financial Planner

Clare is a Financial Adviser with over 15 years’ experience in the finance industry.

 

She holds a Graduate Certificate in Finance (Distinction) from Charles Sturt University and a Diploma of Financial Services.

 

Clare is passionate about helping clients achieve their lifestyle and financial goals. She takes a holistic approach to financial planning and it is important to her to build strong relationships with clients and ensure that they are well-looked after through their various life stages.

Geoff Farrar JP

 Client Liaison & Support

Working from our Nowra Office, Geoff is. fundamental in ensuring our clients enjoy a high level of service.

 

Geoff originally started in the financial services industry as a Banker in 1970, and his long career has encompassed senior banking roles, real estate management and high level corporate engagement. 

 

Prior to joining Middleton Financial Planning, Geoff was the Proprietor and Director of his financial planning practice on the South Coast for 25 years.